Personal Planning Ideas

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Contribution Strategy if Congress Delays Extending the IRA Gift Law
2012 is an election year, and Congress may not be able to agree on a tax bill until after November ... more>>

Avoiding Accidental Disinheritance
“Blended families” often require careful estate planning to ensure that spouses’ children from prior marriages are treated fairly ... more>>

A True Pioneer in “Leaving a Legacy”
One of the first “deferred givers” may have been a 19th century pioneer named John Chapman ... more>>